Great Valley Advisor Group, Inc. Wisdomtree Floating Rate Treas Transaction History

Great Valley Advisor Group, Inc.

  • $3.84 Billion
  • Q3 2024

A detailed history of Great Valley Advisor Group, Inc. transactions in Wisdomtree Floating Rate Treas stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 37,174 shares of USFR stock, worth $1.88 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
37,174
Previous 27,644 34.47%
Holding current value
$1.88 Million
Previous $1.39 Million 34.24%
% of portfolio
0.05%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$50.2 - $50.48 $478,406 - $481,074
9,530 Added 34.47%
37,174 $1.87 Million
Q2 2024

Jul 16, 2024
BUY
$50.28 - $50.52 $1.39 Million - $1.4 Million
27,644 New
27,644 $1.39 Million
Q3 2023

Nov 06, 2023
SELL
$50.28 - $50.51 $60,336 - $60,612
-1,200 Reduced 22.28%
4,185 $210,000
Q2 2023

Aug 10, 2023
SELL
$50.23 - $50.5 $140,844 - $141,602
-2,804 Reduced 34.24%
5,385 $270,000
Q1 2023

May 02, 2023
BUY
$50.21 - $50.41 $411,169 - $412,807
8,189 New
8,189 $411,000

Others Institutions Holding USFR

# of Institutions
530
Shares Held
210M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE FLOATING RATE TREAS

USFR Quotes by TradingView
  • Ticker USFR
  • Sector ETFs
  • Industry ETFs
More about USFR
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